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Cigna And Humana Revive Early Merger Talks After Year-Long Pause As Medicare Cost Pressure Looms

Cigna And Humana Revive Early Merger Talks After Year-Long Pause As Medicare Cost Pressure Looms

Cigna和哈门那在停顿一年后重新启动早期合并谈判,因为医疗保险成本压力逐渐逼近
Benzinga ·  10/21 10:27

In a significant development in the health insurance industry, Cigna Group (NYSE:CI) has reinitiated discussions to merge with Humana Inc. (NYSE:HUM), potentially creating a giant in the sector.

信诺集团(纽约证券交易所代码:CI)已重新启动与Humana Inc.(纽约证券交易所代码:HUM)合并的讨论,这有可能在该行业创建巨头,这是健康保险行业的重大发展。

Talks, previously stalled over pricing disagreements, have resumed with a focus on a transformative consolidation that could reshape market dynamics.

此前因定价分歧而陷入僵局的谈判现已恢复,重点是可能重塑市场动态的变革性整合。

According to a Bloomberg report on Friday, the early talks about the merger would significantly expand Cigna's footprint in Medicare Advantage alongside its commercial insurance prowess while leveraging Humana's strong Medicare segment.

根据彭博社周五的报道,关于合并的早期谈判将极大地扩大信诺在Medicare Advantage的足迹以及其商业保险实力,同时利用Humana强大的医疗保险领域。

Also: US Federal Trade Commission Sues CVS Health, Cigna, UnitedHealth's Pharmacy Benefit Managers For Inflating Insulin Prices

另外:美国联邦贸易委员会起诉CVS Health、Cigna、UnitedHealth的药房福利经理,指控其抬高胰岛素价格

Last year, both companies faced challenges as they navigated federal pressures to reduce Medicare costs, severely impacting Humana's market performance and valuation.

去年,两家公司在应对联邦政府降低医疗保险成本的压力时都面临挑战,严重影响了Humana的市场表现和估值。

These resumed talks hint at a possible major realignment aiming to fortify their positions against competitors like UnitedHealth Group Inc (NYSE:UNH) and CVS Health Inc (NYSE:CVS).

恢复的谈判暗示可能进行重大调整,旨在巩固他们对抗UnitedHealth Group Inc(纽约证券交易所代码:UNH)和CVS Health Inc(纽约证券交易所代码:CVS)等竞争对手的地位。

The merger discussions are still in the nascent stages, with no decisions made. Both companies declined to comment on the ongoing negotiations.

合并讨论仍处于起步阶段,尚未做出任何决定。两家公司都拒绝对正在进行的谈判发表评论。

A potential deal, estimated to be among the top five health insurance mergers, reflects a strategic shift in the industry focused on consolidation amid rising healthcare costs and stringent regulatory environments.

据估计,一项潜在的交易是前五大健康保险合并之一,它反映了该行业在医疗成本上涨和监管环境严格的背景下以整合为重点的战略转变。

This deal could not only stabilize Humana's declining Medicare enrollments but also enhance Cigna's capabilities in managing more comprehensive healthcare plans.

这笔交易不仅可以稳定Humana不断下降的医疗保险注册人数,还可以增强信诺管理更全面的医疗计划的能力。

Furthermore, a merger could ease the competitive pressure from the rapidly growing sectors of the industry, providing a robust challenge to established giants.

此外,合并可以缓解来自该行业快速增长的行业的竞争压力,为知名巨头带来严峻挑战。

Humana's stock value sharply declined due to lower-than-expected government reimbursements and increased demand for medical services. The merger is, therefore, potentially crucial for recovery and growth.

由于政府报销额低于预期以及医疗服务需求增加,Humana的股票价值急剧下跌。因此,合并可能对复苏和增长至关重要。

Price Action: CI stock is down 4.18% at $321.94, and HUM stock is up 0.88% at $269.50 at last check Monday.

价格走势:周一最后一次查看时,CI股价下跌4.18%,至321.94美元,HuM股价上涨0.88%,至269.50美元。

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